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  • CUSTOMER PRIVACY

    At Keystone Wealth Management, we respect your privacy and the confidentiality of your personal information.

    Who are we?

    Keystone Wealth Management is an appointed representative of Quilter Financial Planning Ltd and Quilter Mortgage Planning Ltd who are part of the Quilter Group of companies. For further details on the companies in our group, please visit https://www.quilter.com/about-us/our-brands/

    What data do we collect and why?

    We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

    We will always keep your data safe and secure, and where we share your data with other businesses to fulfill the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

    Find out more

    Our Privacy Notice: PRIVACY POLICY holds much more information about how we collect, use and share your personal information.

    If you have questions about this notice, need further information about our privacy practices, or wish to give or withdraw consent, exercise preferences or correct your personal information, please contact us using the following details. Quilter will liaise with Keystone Wealth Management on your behalf to effect your requests.

    The Office of Data Protection
    Quilter Financial Planning Limited
    Wiltshire Court Farnsby Street Swindon
    Wiltshire
    SN1 5AH
    0161 488 3559
    QFPDataGuardian@quilter.com